Planning and Investment Team

We are a team-based financial services practice. Sacha Millstone and Greg Evans will be working with you, providing financial planning and investment advisory services. With over 27 years of experience in the field, Sacha provides a unique approach to holistic financial planning and advice. Sacha advocates a financial planning approach designed to educate and create understandable strategies with individuals so that they can make good decisions about their own financial futures. With over 29 years of experience, Greg specializes in research and while he believes in a long term strategy for investing, his research can point out the relative value of asset classes and when there may be reasons to be more cautious or more optimistic.

Rounding out our planning and investment team is Associate Financial Advisors Heather Church. Heather works to put various reports together before we meet with you for reviews. You will hear from Heather with questions or recommendations from us from time to time. She also works with life insurance, long term care insurance, annuities, and 401(k) plans.

Heather Church, CFP®
Associate Financial Advisor
Heather is a junior partner on our team. Reach out to Heather for questions about your life insurance, long-term care insurance and annuities. Heather also handles 401(k) administration for our team and works closely with Sacha and Greg on all aspects of client accounts. Clients and prospective clients may hear from Heather when she is working on proposals and client reports.

Paula Ryan
Financial Advisor
Paula is a new addition to our office and is taking on clients as a financial advisor. She holds the Series 7, 66, and insurance licenses, and is currently pursuing the Accredited Asset Management Specialist (AAMS) designation. Paula also works on reports, and researches service issues and special projects for the team.